Ryan Brown is a CFP® professional with 24 years of industry experience, currently affiliated with Equitable Advisors since 2001. He previously worked at Axa Advisors, LLC for 19 years. Brown serves as a board member of the THS Endowment Fund. Equitable Advisors provides financial planning, retirement-plan support, and asset management services to individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm uses a hybrid referral and implementation model, offering advisory and brokerage/insurance channels through LPL programs and a range of third-party asset managers.

David Schrader is a financial advisor with Raymond James & Associates in Belleville, IL, holding Series 63 and Series 65 licenses and bringing 53 years of industry experience. He has been with Raymond James & Associates since 2013. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients including individuals, institutional investors, pension plans, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary services.

Allison Kantner is a financial advisor at Charles Schwab with 10 years of industry experience. She holds the Series 66 designation and has worked previously at Wells Fargo Clearing Services LLC and Stifel Nicolaus. Kantner is based in Aviston, Illinois. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary investment guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

Russell Eilers is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in providing comprehensive, fee-based wealth planning services to affluent families and individuals, particularly those who own and operate large privately held businesses, medical practices, and farms in the St. Louis area. With expertise in areas such as education planning, family wealth management strategies, legacy planning, retirement income, tax minimization, and small business strategies, Russell focuses on developing personalized financial strategies tailored to his clients’ long-term goals. He holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Russell earned his bachelor's degree from the Southern Illinois University System and a master's degree from Western Governors University. In addition to his advisory work, Russell is involved with the Susan G. Komen organization. His personal interests include adventure sports, boating, chess, fishing, golfing, music, and reading.

Deborah Hermerding is a financial advisor with Merrill, holding a Series 66 designation and over 25 years of industry experience. She has been with Merrill Lynch since 1974. Outside of her advisory role, she serves as a national judge for the National Archery Association and provides independent contracting services related to archery judging and teaching. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, employing model-based and discretionary investment strategies designed for a range of clients including individuals, high-net-worth investors, and institutions.

Andre Stafford is a financial advisor with LPL Financial in Trenton, Illinois, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Home Bank and the 15th Judicial District Court Family Court Intervention. From 2017 to 2020, he was involved with Lafayette Habitat for Humanity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management alongside model portfolios and research from multiple sources.

Donna Harris is a financial advisor at Edward Jones with 20 years of industry experience. She has held the Series 63 and Series 66 designations and has been with Edward Jones since 2005. Outside of her advisory role, she serves as a director for Harris Construction Inc. and is involved with the Smithton Chamber, assisting the board in decision-making. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of investment strategies and operates an SEC-registered advisory program with approximately $1.01 trillion in assets under management.

Alyssa Boles is a financial advisor at LPL Enterprise with a Series 66 designation and under one year of industry experience. Her prior work history includes roles outside the financial services industry as well as founding Living Blyss, LLC, an entrepreneurial venture she has operated since 2019. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products within an integrated platform.

David Cimarolli is a financial advisor with Cetera who holds a Series 66 designation and has 17 years of industry experience. He has worked at Cetera since 2025 and previously spent six years with Avantax Advisory Services and ten years with 1st Global Advisors. Outside of advising, he is vice president of CEC Financial Group PC, a certified public accounting firm that provides accounting and tax services. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing over $256 billion in assets.

Christopher Bagwell is a Wealth Management Advisor with Merrill Lynch Wealth Management and The Gray Group. Since joining in 2016, he has focused on providing advice, planning, and investment management services to a select group of clients, including affluent families, small business owners, and retirement service plans for business owners. He works on the investment management segment of the team as a Portfolio Manager, managing personalized and defined strategies that may include individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment approaches on a discretionary basis. Chris holds several professional designations, including Chartered Retirement Planning Counselor (CRPC™), Certified Plan Fiduciary Advisor (CPFA), Certified Investment Management Analyst (CIMA®), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned a bachelor’s degree in Economics and Finance from the Southern Illinois University System. His areas of expertise encompass family wealth management strategies, small business strategies, personal retirement planning, legacy planning, and investment consulting for defined contribution plans, among others. Outside of his professional work, Christopher enjoys golfing, baseball, football, and ice hockey. He values spending time with his family and engaging with various charities in his community. Christopher and his wife, Heidi, reside in Troy, Illinois, with their two children.

Stacy Richmond is a CFP® and holds a Series 66 license, with 15 years of experience at Edward Jones in Belleville, IL. She has worked exclusively with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors.

Kimberley Siegel is a financial advisor with Edward Jones in Belleville, IL, holding the CFP® designation and Series 63 and 66 licenses, with 24 years of industry experience. Before joining Edward Jones in 2022, she worked at Stifel Nicolaus & Company INC from 2007 to 2022. She serves as secretary on the board of directors for a staffing company, First Class Workforce Solutions, where she is also a silent owner, and is a member of the Parish Finance Council at Immaculate Conception Catholic Church. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and affiliated financial services through a nationwide network of advisors and branch offices.

Chandler Bonta is a Series 66–licensed financial advisor at Merrill with two years of industry experience. Prior to joining Merrill in 2022, he worked at Freeburg Care Center and UMSL Recreation and Wellness Center. He has held various roles outside finance, including positions in daycare and restaurant settings. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Samuel Calhoun is a CFP®-certified financial advisor with Edward Jones, where he has worked for six years. Prior to joining Edward Jones, he held roles at Panera Bread Co., Monroe County YMCA, and Missouri State University. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including non-high-net-worth and high-net-worth households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and trust services.

Kyle Williams is a financial advisor at Cetera with one year of industry experience and holds a Series 66 designation. Prior to joining Cetera, he worked at Avantax Advisory Services and Avantax Investment Services Inc., and he also serves as a Senior Tax Manager at CEC Financial Group PC, a certified public accounting firm specializing in tax compliance and consulting. Outside of financial advising, he is involved as the treasurer for the North American Die Casting Association Chapter 17 and coaches wrestling at the high school and middle school levels. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform allowing advisors to implement model portfolios, select third-party managers, or create custom strategies across various program structures and custodial relationships.

Isaac Taylor is a financial advisor with Merrill, holding a Series 66 designation and four years of industry experience. He previously worked at Bank of America from 2020 to 2022 and has experience at Discover and University of Phoenix. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individual and institutional clients.

Sarah Caravia is a financial advisor with Raymond James Financial in Fairview Heights, IL, holding a Series 66 designation and bringing 18 years of industry experience. Prior to joining Raymond James in 2016, she worked for Edward Jones for 11 years. Outside of advisory work, she serves as president of Caravia Enterprises LLC, a real estate holding entity, and is a partner in FACT Group II LP, a company owning investment real estate properties in the St. Louis metropolitan area. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored non-discretionary planning and consulting, supported by risk profiling and analytical tools, and maintains specialized services such as municipal advisory and SIMPLE IRA Employer Advisory & Consulting.

Luke Niemeyer is a financial advisor with MassMutual Investors Services and holds Series 63 and Series 65 licenses. He has four years of industry experience, including previous roles at Knights of Columbus and Knights of Columbus Asset Advisors. He serves on the finance committee of All Saints Academy, providing advisory support on budgets and general finances. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap and money-manager programs, and educational seminars.

Mor Wilson is a financial advisor with Cetera, holding a Series 66 designation and 11 years of industry experience. He has been with Cetera and its affiliated entity, Cetera Investment Services LLC, since 2015 and also has experience with Regions Bank since 2014. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and provides access to both affiliated and third-party investment managers.

Alexis Mosely is a financial advisor at Merrill with five years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Wells Fargo Clearing Services LLC and TD Ameritrade/Charles Schwab. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individual, high-net-worth, and institutional clients.